--- title: SalesBuilder Plus Reviews meta\_title: 'SalesBuilder Plus Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 82 reviews by the users' company size, role or industry to find out how SalesBuilder Plus works for a business like yours. aggregate\_rating: rating\_value: 4.2 review\_count: 82 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Construction url: https://www.g2.com/categories/construction --- # SalesBuilder Plus Reviews & Product Details SalesBuilder Plus is a comprehensive Customer Relationship Management (CRM) software tailored for home builders and contractors aiming to enhance their sales, marketing, buyer management, and customer service processes. By integrating these functions, SalesBuilder Plus facilitates closing more deals and fostering satisfied clients who are likely to provide referrals. The software can be utilized as a standalone application or as part of the Plus Series, which includes integrated CRM, Estimating, Scheduling, and Job Cost Accounting modules. Users have the flexibility to host SalesBuilder Plus on their own servers or opt for a monthly hosting service. Key Features and Functionality: - Prospect Management and Follow-up Marketing: Manages the sales process from initial contact to contract, tracks multiple job opportunities per client, and allows for user-defined follow-up action plans, including calls, emails, letters, and tasks. - Buyer/Contract Management: Monitors buyers under contract, handles multiple contracts per buyer, and tracks comprehensive job information such as contract details, selections, change orders, construction notes, additional contacts, and deposits. - Customer Service/Warranty Tracking: Manages customer and job histories, generates and tracks work orders, and monitors open and completed work orders by client, job, or responsible person. - Sales/Advertising Management: Tracks sales by job type, sales office, salesperson, and media source, and monitors completed and uncompleted tasks by responsible individuals. - Integration Capabilities: Integrates with Microsoft Word, Excel, and Outlook for generating contracts, emails, and reports; synchronizes with Scheduling Plus for project management; and offers improved communication through Outlook integration, tracking email history by client and job. - Remote Accessibility: Provides remote access via the internet using any mobile device through Remote Desktop Protocol (RDP) connectivity. Primary Value and Solutions Provided: SalesBuilder Plus addresses the need for an integrated system that streamlines various aspects of the sales and customer management process for home builders and contractors. By consolidating prospect tracking, follow-up marketing, contract management, and customer service into a single platform, it reduces manual data entry, minimizes errors, and enhances communication between sales teams and clients. The software's integration with other modules like Estimating and Scheduling ensures a seamless workflow from initial contact to project completion. Its remote accessibility allows teams to manage information and tasks efficiently, regardless of location, leading to increased productivity and improved client satisfaction. * * * Seller [Contractors Software Group](https://www.g2.com/sellers/contractors-software-group) Discussions [SalesBuilder Plus Community](https://www.g2.com/products/salesbuilder-plus/discuss) Solution Type Best-of-Breed Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 1 month ### Return on Investment 12 months [ View More Pricing Information ](https://www.g2.com/products/salesbuilder-plus/pricing) ## Top-Rated Alternatives [ ![Deltek Vantagepoint](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Deltek Vantagepoint") Deltek Vantagepoint 4.1/5(677) ](https://www.g2.com/products/deltek-vantagepoint/reviews) [ ![FieldPulse](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "FieldPulse") FieldPulse 4.7/5(372) ](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) [ ![Quickbase](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Quickbase") Quickbase 4.5/5(1,637) ](https://www.g2.com/products/quickbase/reviews) [ View All Alternatives ](https://www.g2.com/products/salesbuilder-plus/competitors/alternatives) ## User Insights Average based on 82 real user reviews. Implementation Time 1 month Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Pooja V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pooja V.") PV Pooja V. Senior Implementation Specialist Mid-Market (51-1000 emp.) 11/2/2023 "Want happier clients - Go for Sales Builder Plus" 4/5 What do you like best about SalesBuilder Plus? It helps create complex sales proposals with organization and efficiency. It provides a comprehensive view of the customer journey from lead generation to post-sale service. It integrates with other construction software such as BuildTopia and Procore. It offers a free trial and flexible pricing options. Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? It can be slow and cumbersome depending on the internet bandwidth. It has a steep learning curve for some users. It lacks some features such as bid management, construction estimating, and field service management. Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? The software is helpful in streamlining and managing the sales,buyer managemnent is amazing- makes it easy to review and go through in details. More than this customer service is outstanding as it helps to track warranty to close more of sales, and is user friendly. The technical team is supportive and the response time to solve any issues is wonderful. Review collected by and hosted on G2.com. Show More 9/19/2025 Validated ReviewerIncentivizedSource: G2 invite ![MOHAMMAD S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "MOHAMMAD S.") MS MOHAMMAD S. Software engineer Information Technology and Services Small-Business (50 or fewer emp.) 7/9/2025 "A Reliable Tool for Sales Monitoring and Performance Insights" 4.5/5 What do you like best about SalesBuilder Plus? SalesBuilder Plus offers a clean interface and provides detailed insights into sales team performance. I really like the customizable dashboards and easy access to key KPIs that help our team make data-driven decisions quickly. Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? Sometimes the initial loading time can be a bit slow, especially when generating detailed reports. Also, integration with some CRMs could be more seamless—it requires a bit of manual effort. Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? SalesBuilder Plus helps streamline our sales tracking and performance measurement. It solves the problem of manually consolidating sales data from multiple sources by offering one centralized view. This improves decision-making, reduces time spent on reporting, and increases overall team productivity.like “Our reporting time dropped by 30%.” Review collected by and hosted on G2.com. Show More 7/11/2025 Current UserValidated ReviewerIncentivizedSource: Organic ![Emmeline W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emmeline W.") EW Emmeline W. Freelance Work Mid-Market (51-1000 emp.) 7/17/2025 "Great tool for marketing pros" 3.5/5 What do you like best about SalesBuilder Plus? I love the ease of use when it comes to UI and sharing with other stakeholders. Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? It can freeze up often and I wish there were workarounds for that glitch. Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? It helps with digging the data down for us to use when needing to pull insights for our marketing efforts. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Alina A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alina A.") AA Alina A. Technical Assistant Small-Business (50 or fewer emp.) 6/30/2024 "SalesBuilder Plus: Your Blueprint for Sales Success" 4.5/5 What do you like best about SalesBuilder Plus? SalesBuilder Plus simplifies the sales process for builders and contractors by improving the efficiency of proposal creation and client management. It increases productivity by combining sales, marketing, and customer service capabilities into a single platform. Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? SalesBuilder Plus might offer limited customization options, which could be constraining for businesses with specific requirements. Moreover, some users may experience a less seamless integration with other tools and systems than expected. Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? It has kind of streamlined the creation of sales proposals and customer relationship management for me, saving me ample amount of time and improving efficiency in finding appropriate builders and contractors. It has helped to quickly and accurately assemble and monitor the price deals and has helped in achieving smoother sales processes. Review collected by and hosted on G2.com. Show More 10/22/2024 Validated ReviewerIncentivizedSource: G2 invite ![Panav B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Panav B.") PB Panav B. Consultant and Project Lead Enterprise (\> 1000 emp.) 7/8/2024 "Comprehensive CRM for Construction Professionals: A Review of SalesBuilder Plus" 4/5 What do you like best about SalesBuilder Plus? The best part about SalesBuilder Plus is its comprehensive integration with other essential construction management tools, making it a highly efficient and versatile solution for home builders and contractors. The software integrates with Microsoft Word, Excel, and Outlook, allowing seamless generation of contracts, emails, and reports. Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? Due to its comprehensive features and integrations, new users might face a steep learning curve. It may require substantial training to fully leverage all its capabilities​. Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? SalesBuilder Plus addresses several critical business problems for home builders and contractors. It helps to manage the sales process from initial contact to contract generation. It also helps with prospect management, follow-up marketing, and contract generation, ensuring a streamlined and efficient sales process. It helps us tracks all sales activities and integrates with tools like DocuSign for electronic contract signing​ Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Lokesh K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lokesh K.") LK Lokesh K. Lead Data Scientist Mid-Market (51-1000 emp.) 10/1/2024 "SalesBuilder Plus: A Comprehensive Review" 4.5/5 What do you like best about SalesBuilder Plus? - Lead Management - Sales Pipeline: Visualize the sales funnel and monitor progress at every stage. - Customer Relationship Management - Document Management: Store and organize important documents like contracts, proposals, and correspondence. Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? -Steep Learning Curve - Pricing - Customization Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? robust CRM software designed to streamline and manage the sales process for home builders and contractors. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Ashish D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashish D.") AD Ashish D. Team Lead Enterprise (\> 1000 emp.) 4/4/2024 "Unique product in the Market" 4/5 What do you like best about SalesBuilder Plus? Its CRM features where users can manage customer interactions from lead level to winning opportunity, sales and marketing. The best part of this tool is its seamless user interface and its integration with MS office apps. Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? If pricing can be reduced then it would be best in its category. Also, Dashboard needs some more improvements. More data points can be displayed here. Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? This tool is a boon for builders and construction contractors who wants to manage their sales, customer lifecycle wherein they can easily track identifying leads and convert them into customers. It really helped us in managing all this with the add on of its integration capabilities where we can easily import/export data with Microsoft Excel. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite SJ Shruthi J. O Mid-Market (51-1000 emp.) 2/22/2024 "Sales Builder Plus is a Plus to the Market" 4/5 What do you like best about SalesBuilder Plus? User Friendly - User defined pick lists Good Integration with Microsoft word, excel and outlook Multi tasking for each client helps in exporting email addresses helps to sync notes and attachments imports client information from csv, excel Helps to track lead source and job opportunities Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? Could improve importing options from different locations Could improve tracking sales More reporting and dashboards customization should be given Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? Its helps to manage the sales right from tracking the lead source and job opporutinities, helps to customize the system based on our needs. Shared Calendar is super useful to schedule, track meetings and phone calls and helps to organize everything. Definitley the reporting plays an mportant role to understand the sales and improvize based on the reports generated. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") AN Verified User in Non-Profit Organization Management Small-Business (50 or fewer emp.) 7/1/2024 "Great product of its kind" 3/5 What do you like best about SalesBuilder Plus? I love being able to connect to Microsoft office with ease. Great features Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? Not as user-friendly as I wanted to be. Spend a lot of time looking for what I needed. Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? Since I own an agency, many tools in one place works the best. I use it to promote, strategize, sell, organize and market my product Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite AW A W. Small-Business (50 or fewer emp.) 12/14/2023 "A good sales tool with CRM and contracts" 4/5 What do you like best about SalesBuilder Plus? I found it to be a valuable tool, particularly for residential and light commercial builders or contractors looking to engage effectively with potential clients. One of the standout features is its capability to assist in creating sales proposals, accommodating both simple and complex needs. This feature not only saves time but also appears to be a cost-effective solution. The user-friendly interface enhances the trial experience, making implementation and navigation straightforward. The customer support team, though not extensively used by me, seemed responsive and ready to assist. Additionally, SalesBuilder Plus offers a range of features that seem useful and beneficial for users exploring its capabilities. Review collected by and hosted on G2.com. What do you dislike about SalesBuilder Plus? While my overall experience with SalesBuilder Plus was positive, there are some areas that could be considered for improvement. Visually, the website might benefit from a more appealing design. It's worth noting, however, that the product's performance remains robust despite any visual considerations. During my time using it, there were occasional challenges in navigating the platform, and the loading times appeared to be influenced by the strength of the internet connection. These aspects, while notable, do not overshadow the overall positive impression of SalesBuilder Plus. Further exploration by regular users might provide a more comprehensive understanding of its strengths and areas for improvement. Review collected by and hosted on G2.com. What problems is SalesBuilder Plus solving and how is that benefiting you? SalesBuilder Plus solves the problem of fragmented operations by integrating CRM, estimating, scheduling, and job cost accounting. This integration streamlines various processes, reducing redundancy and improving overall operational efficiency. With features like Microsoft integration and shared calendars, SalesBuilder Plus addresses communication challenges. The ability to generate contracts, emails, and reports seamlessly through Microsoft applications enhances communication both internally and externally. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Pricing Insights Averages based on real user reviews. ### Time to Implement 1 month ### Return on Investment 12 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/salesbuilder-plus/pricing) ## Work at Contractors Software Group? Claim this profile to respond to reviews, update product info, and reach in-market buyers. [ Claim this profile ](https://www.g2.com/products/salesbuilder-plus/claim_requests/new?utm_medium=profile-footer-claim-cta&utm_source=g2) ##### Categories on G2 [Construction CRM](https://www.g2.com/categories/construction-crm) ##### Explore More [Which reputation management services platforms avoid common adoption failures after initial deployment?](https://www.g2.com/discussions/which-reputation-management-services-platforms-avoid-common-adoption-failures-after-initial-deployment)[Chetu vs Wipro vs TCS vs Infosys for Oracle Siebel: which reseller do enterprise CRM teams find most trusted based on implementation experience and user reviews?](https://www.g2.com/discussions/chetu-vs-wipro-vs-tcs-vs-infosys-for-oracle-siebel-which-reseller-do-enterprise-crm-teams-find-most-trusted-based-on-implementation-experience-and-user-reviews)[What are the best AI writing software for content creation businesses?](https://www.g2.com/discussions/what-are-the-best-ai-writing-software-for-content-creation-businesses) [Classroom Messaging](https://www.g2.com/glossary/classroom-messaging-definition)[Which identity resolution platform has the strongest privacy and consent management for a financial services company that needs to be careful about how customer data gets linked?](https://www.g2.com/discussions/which-identity-resolution-platform-has-the-strongest-privacy-and-consent-management-for-a-financial-services-company-that-needs-to-be-careful-about-how-customer-data-gets-linked)[Pros and Cons Details](https://www.g2.com/products/salesbuilder-plus/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)